Global Private Wealth – New York

Global Private Wealth - New York 2018 is the most sophisticated gathering for UHNWI and Family Offices
seeking opportunities to create value and discuss the most recent trends in wealth preservation, governance and risk-management.
The event will boast a network of knowledgeable professionals meeting to source ideas and make productive connections.


Metropolitan Club. One East 60th Street NY 10022 | June 6 – 7, 2018




Maxwell Drever

Maxwell Drever
Drever Capital
(United States)

An impact investor for over 40 years, Maxwell Drever’s career began in Seattle in the 1970s, when he profitably transformed

17 troubled complexes into desirable apartment communities for families with workforce incomes. He has

assembled top flight teams of property management and redevelopment specialists that have cost-effectively acquired

and transformed underperforming apartments into class A and B workforce apartment communities, generating triple

bottom line returns. Previously, Mr. Drever was the principal of Drever McIntosh & Co. and Concierge Asset Management,

which then merged into Walden Residential REIT. In 2000, Mr. Drever’s management company merged with

Crossbeam Capital to form CB Concierge. His portfolio of real estate investments has included apartment, condominium,

industrial, office, and retail properties. Mr. Drever holds a B.A. in Finance from the University of Illinois. He resides

in the San Francisco Bay Area, where he is an avid, year-round bay swimmer, hiker, and cyclist.

Carol Schleif

Carol Schleif
Deputy CIO
Abbot Downing
(United States)

Carol Schleif is the Deputy CIO of Asset Management, responsible for helping create and communicate the firm’s Asset

Management Strategy. Additional core activities include: designing and delivering the internal investment learning and

development curriculum, business development, and overseeing the product management platform. Carol serves on the

firm’s Asset Allocation, Investment Themes, Investment Governance, Editorial, and Publications Content Committees.

She was a partner and investment principal at Lowry Hill, where she was a member of the firm’s Investment Strategy

and Asset Allocation teams. She graduated with dual bachelor’s degrees in business and equestrian science from

William Woods University in Missouri. Carol holds the Chartered Financial Analyst® designation and is a member of

the CFA Institute. She also serves on the Board of Trustees for the College of St. Benedict.

Daniel J. Arbess

Daniel J. Arbess
Founder, CEO, & CIO
Xerion Investments LLC
(United States)

Mr. Arbess is currently leading his own family office, Xerion-Pridelands. He is a former partner of Perella Weinberg Partners, a member of the Firm's Partners Committee, and portfolio manager of the PWP Xerion Funds. Prior to its joining with PWP in October 2007, he was the founder and chief investment officer of Xerion Partners from its establishment in 2003, during which time he achieved a 20%+ net return investment track record. Mr. Arbess has been engaged in complex corporate reorganizations and Special Situations for most of his 23-year professional career, having been continuously engaged in the U.S. leveraged and distressed credit markets since 1998.

Mr. Arbess began his professional career in 1987 as a first year associate at White & Case, an international law firm. He became a partner of White & Case in 1992 and was named the firm's Head of Global Privatization the same year. While at White & Case Mr. Arbess's focus was on industrial reorganizations and related privatization divestitures. Mr. Arbess advised the governments of the Czech Republic and the Russian Federation on their overall privatization programs and on numerous cross-border privatization transactions, including the sale of Skoda to Volkswagen and the restructuring and disposition of one of Europe's largest downstream petrochemical industries.

He has served on numerous official and ad hoc stakeholder committees over the years. Mr. Arbess received law degrees at Osgoode Hall Law School (Toronto) and the Harvard Law School.

Michael Zeuner

Michael Zeuner
Managing Partner
WE Family Offices
(United States)

Michael Zeuner has been serving wealthy families for more than two decades. As one of three managing partners of WE Family Offices, he oversees the firm’s US business strategy. Michael is a nationally recognized leader in the family office industry and has dedicated his professional career to empowering financially successful families to manage their wealth. In addition, Michael is a co-founder of the Institute for the Fiduciary Standard.

Prior to his role at WE Family Offices he served as senior executive partner of GenSpring Family Offices. In this capacity, he had responsibility for the leadership and management of GenSpring’s network of 10 family offices in the United States, that firm’s key advisory practices, and its delivery of a high quality client experience. In addition, he was a member of the firm’s Operating Committee. Before joining GenSpring, Michael was managing director and global head of Wealth Solutions at JP Morgan Private Bank. As a member of the executive team, he had responsibility for strategic planning, branding, marketing and specialized advisory services (family governance, philanthropy and fine art wealth management) for the worldwide private bank.

A management consultant by training, Michael led projects in the financial services area for both Andersen Consulting (now Accenture) and Booz, Allen & Hamilton. He joined Chase Manhattan in 1995 as vice president at the investment bank, and moved to the private bank in 1997 to head up strategy and marketing worldwide. JP Morgan and Chase merged in January 2002.

Michael graduated from Brandeis University, (B.A.) and earned an M.B.A. from the University of Chicago.

Mark Yusko

Mark Yusko
Morgan Creek Capital
(United States)

Mark W. Yusko is the CEO and CIO of Morgan Creek Capital Management, a registered investment adviser that provides investment management services based on the University Endowment Model of investing to wealthy families, individuals, and institutional investors. Morgan Creek currently has $3.2 billion in assets under advisement in non-discretionary accounts and discretionary funds. Previously, Mark served as CIO of the University of North Carolina at Chapel Hill, where he helped found the UNC Management Company to provide comprehensive investment advisory services to the University. He is currently President and Chairman of the Investment Committee of The Hesburgh Yusko Scholars Foundation (University of Notre Dame), and President and Head of Investment Committee of the Morgan Creek Foundation. Mark has a Bachelor of Science (honors) in Biology and Chemistry from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago.

Mathias Ernst

Mathias Ernst
Founder & CEO
Essentia Futura International
(United States)

Mathias Ernst is the Founder and CEO of Essentia Futura International LLC, with more than 25 years of experience

in senior positions in the financial industry with Tier 1 financial institutions. His speciality has been serving international

Ultra High Net Worth entrepreneurs and entrepreneurial families, and single- and multi-family offices, on family

business and family wealth advisory topics in Brazil and across Latin America. Mathias is a member of the Family

Firm Institute in Boston, MA, and an international certified Family Business and Family Wealth Advisor. A specialist in

sustainable finance and responsible investment issues (ESG), he was a member of international expert groups such as

the United Nations Environment Programme’s Principles for Responsible Investment.

Michelle Russell-Dowe

Michelle Russell-Dowe
Head of Securitized Credit
(United States)

Michelle Russell-Dowe is the Head of Securitized Credit at Schroders, she is responsible for managing the Securitized Credit Team and the Securitized Credit Portfolio Strategies. She joined Schroders in 2016 and is based in New York.

Michelle was the Head of Securitized Products at Brookfield Investment Management (previously Hyperion Capital Management) from 1999 to 2016, she was responsible for managing the Securitized Products Investment Team. She was the Lead Portfolio Manager responsible for the Securitized Investment Strategies.

She was a Vice President at Duff & Phelps Credit Rating Co from 1994 to 1999, where she was responsible for rating securities including residential mortgage-backed securities and asset-backed securities.

Previously, Ms. Russell-Dowe has been a Co-Head of the Investor Committee of the American Securitization Forum (ASF)

Qualifications: MBA in Finance (Valedictorian) from Columbia Graduate School of Business; BA in economics from Princeton University

Jose Gonzalez

Jose Gonzalez
Co-founder & CIO
Global X Funds
(United States)

Jose has conceptualized and brought to market many of Global X’s largest funds since co-founding the firm in 2008. Today, he is responsible for product and business ventures that continue and advance the tradition of innovation at Global X, and he is a member of the Board and is involved in determining overall firm strategy and direction.

Throughout his career, Jose has been involved in the asset management and brokerage business, having served in roles at Prudential Securities, MAPFRE Inversion, and Banco Santander.

Jose earned his Bachelor’s degree from Universidad Autonoma de Madrid.

Carol Pepper

Carol Pepper
Founder & CEO
Pepper International
(United States)

Carol Pepper is Founder and Chief Executive Officer of Pepper International LLC, a family office and consulting firm located in New York City.

Numerous Awards

Pepper International is a highly respected firm that has received significant recognition in the financial services industry. In 2017, Pepper International was named Boutique Firm of the Year Award by STEP (Society of Trust and Estate Planners). In 2017, Citywealth in the UK named Carol one of the Top 50 CEOs in Wealth Management and a Power Woman. In 2017, Pepper International was nominated for three PAM Private Asset Management Awards in the US: Best Outsouced CIO Solution, Best Family Office Consultant and Best MFO for Client Service under $2 Billion in AUM. In 2016 and 2015, Carol was named one of the 50 Most Influential Women in Private Wealth by Private Asset Management. In 2014, 2012 and 2011, Pepper International was nominated for Private Asset Management awards for Best MFO with AUM under $2.5 billion. In 2009, Barron’s named Pepper International as one of the top family offices in the United States.

External Chief Investment Officer

Carol acts as the External CIO to wealthy families and Single Family Offices. She oversees all asset classes and puts in place a comprehensive consolidated reporting system. She is an expert in Impact Investing.

Family Office Set Up and Restructuring

Carol acts as a consultant to families that would like to create their own family offices and has built family offices around the globe. She also helps restructure existing Single Family Offices to bring them to top global standards and to prepare them to work with the next generation. She works with top international families.

Global Lecturing & Media Interviews

Carol lectures extensively around the world on issues of interest to wealthy families. She also appears regularly in the financial press and on television, including the Wall Street Journal, CNBC, Fox Business and Bloomberg, commenting on the markets.

Top Financial Services Experience

Carol has over 25 years of experience in the wealth management industry. Prior to forming Pepper International in 2001, Carol had extensive experience as a private banker at JP Morgan Private Bank, Citibank Private Bank and Credit Suisse Private Bank. She managed over $1 billion of private client assets as a Senior Relationship Manager and Portfolio Manager at Rockefeller & Co., the multi-family office formed by the Rockefeller family. As a principal at Morgan Stanley, she was instrumental in creating a web-based virtual family office prototype.

Top Educational Background

Carol graduated cum laude from Bryn Mawr College in 1984 with a BA in philosophy and a minor in Russian language. She obtained an MBA in entrepreneurial studies from Columbia University Business School in 1989.

Published Books

Carol is co-author, with top journalist Camilla Webster, of The Seven Pearls of Financial Wisdom: A Woman’s Guide to Enjoying Wealth and Power. The book's website is The book has received positive reviews from The Wall Street Journal, Economist Nouriel Roubini, Morgan Stanley Chief Investment Strategic David Darst, and CEO Liz Lange, among others. The Seven Pearls was named one of the top five business books in 2012 by The Library Journal.

Carol self-published her first novel, a wealth management thriller called Beyond Blood, in October 2009. The book’s website is The book won a 2010 Indie Book Award and was named as an Editor’s Choice Book by iUniverse.


Carol has been involved in numerous philanthropic causes over the course of her career. Currently, she is assisting the Global White Lion Protection Trust in South Africa,

Jonathan Barbato

Jonathan Barbato
Head of Manager Selection
Geller Advisors, LLC
(United States)

Jonathan Barbato is the Head of Manager Selecton at Geller Advisors, LLC. He has over ten years of

experience in the wealth management industry, focusing on high net worth investors. His primary responsibilites

include providing investment manager oversight, due diligence, asset allocaton research, and portolio constructon

for clients. Jonathan sources the traditonal investments, hedge funds, and venture capital managers that are used

to construct the frm’s high net worth client portolios. He is also a member of the frm’s Investment Commitee.

Previously, Jonathan was a Research Analyst at Fortgent, where he conducted due diligence research on internatonal,

emerging market, and domestc small-cap investment managers. Jonathan received a BS in Economics from The

Pennsylvania State University with certfcates in Macroeconomics; Money & Banking; and Internatonal, Development

& Transiton Economics. He is a member of the Chartered Alternatve Investment Analyst Associaton® and an afliate

of the Market Technicians Associaton.

Elaine King

Elaine King
Family and Money Matters Institute

Elaine King is a Certified Financial Planner™ considered an expert in international family financial planning and an

ambassador for the CFP Board of Standards. She is the president of Family and Money Matters ™, which empowers

families’ financial and human capital to achieve financial well-being together. Ms. King has worked and studied in

Austria, Canada, Japan, Mexico, Peru and the U.S., working with over 1,200 families to create strategies focused on

wealth planning, financial education, multigenerational succession and family governance. Leadership experience

includes partner, director and manager at Bessemer Trust $100 billion AUM, Royal Bank of Scotland’s Coutts Division,

WE Family Offices and Salomon Smith Barney Investment Advisory Services. She has an MBA from Thunderbird and

a BBA in International Business from St. Mary’s University with a postgraduate at the Bowen Center for the Study

of the Family in Georgetown. She is the author of 2 award-winning books and is often cited in global media outlets.

DJ Van Keuren

DJ Van Keuren
Vice President
Hayman Family Office
(United States)

Mr. Van Keuren has over 25 years’ experience in real estate, fund management, finance, and investment banking, and real estate. Among DJ’s experience includes; raising and structuring over $2BB of real estate capital. from Institutional Investors, Private Equity Funds, Family Offices, and Direct Capital Sources .Currently, Mr. Van Keuren is a Vice President for a 2nd Generation Single Family Office, and works directly with the Patriarch. Prior Mr. Van Keuren has been the Director of a Single Family Office out of Colorado, a Director of capital markets (equity & debt) for both a domestic and international real estate development company with a focus on luxury condominiums, luxury multifamily apartments, active adult communities & hotels. Additional experience includes acting Director at a boutique investment banking firm where he focused on real estate and energy, COO for ONYX Capital, an alternative asset, real estate due diligence and capital markets group, and Managing Director for the Horison Management Group where he acted as the Fund Manager for the American Dream Real Estate Fund. ​ Mr. Van Keuren is the author of "The Family Office Guide to Real Estate and Commercial Investment", founder & contributor of, is a member of the Harvard Alumni Assoc, past President and Board Member for the Harvard Real Estate Alumni Organization, Past Board Member for the Alumni Advisory Board at the Real Estate Academic Initiative at Harvard. DJ received his B.A. from Ball State University where he played baseball for the Cardinals, attended graduate studies in Real Estate from the NYU Schack Real Estate Institute, and received his Masters Degree from Harvard University in Management and Finance.

Ira J. Perlmuter

Ira J. Perlmuter
Founder & Managing Director
T5 Equity Partners

Prior to starting T5, Ira founded and ran Cove Capital Advisors, Inc. Cove Capital is a boutique financial restructuring, turnaround and distressed/bankruptcy M&A advisory firm. Cove Capital advised on over $5.5 billion of assignments, serving clients such as JP Morgan Chase, the Republic of Korea, Fleet Bank and others.

Before that, Ira was a Vice President in The Chase Manhattan Bank’s elite Restructuring Group. Ira was with Chase for over seven years focusing primarily on corporate loan restructurings to middle market and international companies. In that capacity, he restructured and/or sold over $1.5 billion of troubled debt. In addition to the above, Ira served as Liaison to Chase’s Global M&A Group with a mandate to identify bankrupt or distressed M&A opportunities for Chase’s top-tier clients. Further, Ira assisted in the formation of, and was an advisor to Knightbridge Capital Partners LLC, an investment bank established to do private placement transactions for growth and/or distressed companies.

Previously he served on the Advisory Board of Fairbanks Equity Funding Ltd., a hedge fund. For several years, Ira gave the keynote address to the world-wide, senior management of the Korea Exchange Bank at a Credit Analysis and Loan Classification seminar. In addition, in March 2000, Ira was chosen as one of the TOP 40 UNDER 40 by Business News New Jersey, a statewide, weekly business journal. Ira also is a member of the Turnaround Management Association.

Michael Felman

Michael Felman
MFS Capital

Alex Felman is a veteran of the family office community; working as managing director with his own family office, Felman Family Office, on the ground with local families in Brazil, China, Denmark and South Korea , and remotely with other family offices globally for almost a decade. He uses his expertise in Molecular Toxicology to advise them in biotechnology, healthcare, and other futuristic tech industries with the goal of maintaining long-term wealth through innovation. He is hands-on with a number of early stage companies through his position as a general partner of Venture Labs, and is a mentor, advisor, co-founder, and director of various other projects. Alex is currently based in Copenhagen, where he is pursuing his master’s in Bio-Entrepreneurship from the Copenhagen Business School, and actively participates in the Nordic impact investing community.

Martin J. Gross

Martin J. Gross
Founder & President
Sandalwood Securtities
(United States)

Marty Gross directs investment strategy and oversees Sandalwood’s funds of funds. His career in fund management began in 1983, when he tracked and evaluated the performance of investment managers on behalf of high net worth individuals. He formed Sandalwood Securities in 1990, and has overseen the growth of his company for over 20 years.

Before he began his career in investment management, Marty practiced tax and corporate law in New York City, working in the corporate finance division of L.F. Rothschild, Unterberg, Towbin. A member of the New Jersey and New York Bars, he has written numerous articles for The Wall Street Journal, Barron’s, Foreign Affairs and other renowned financial publications. He frequently lectures on fund of fund investment strategies at industry conferences.

Marty is a member of the Board of Trustees of Brandeis University and the Board of Overseers for the Brandeis International Business School, and serves on the University’s Investment Committee. He is the President of the Washington Institute for Near East Policy, a member of The Council on Foreign Relations, and he serves on the Board of Trustees of the New York Historical Society. Marty served on the Committee on Research Libraries of the New York Public Library where he established, and continues to endow, the Martin J. Gross Collection of Voltaire, one of the world’s most important collections of the great writer’s works, as well as on the Dean’s Council of New York University Law School.

Marty earned his BA, Summa Cum Laude, from Brandeis University in 1972. He received a BA and MA from Brasenose College, Oxford University in 1974, and then went on to earn a JD from The University of Chicago Law School in 1977. Subsequently, Marty studied at New York University Law School, where he earned an LLM in 1981.

Joshua Wilson

Joshua Wilson
(United States)

Joshua Wilson is a partner and our Co-Chief Investment Officer specializing in using derivatives and technical analysis in his collaboration with with individuals and institutions who seek superior performance while maintaining a strict risk management protocol. Prior to WorthPointe, Joshua earned accolades at TD Ameritrade, where he served in a variety of roles including manager, responsible for over $2B in assets. He also led the national training and development program for all of TDA’s new advisors and managers and won a national coaching award. Known as a talented public speaker since giving his graduation speech at Brown University, Joshua was leveraged by TDA to teach skills classes to its entire advisor force and travel the country extensively to represent the firm. He taught on stage in front of thousands of beginning and intermediate investors, and also educated sophisticated investors who paid to learn trading and charting techniques from him. Joshua earned his B.A. from Brown University and his M.S. from Salve Regina University. He is a Chartered Market Technician® (CMT®) and a Accredited Investment Fiduciary® (AIF®). Joshua has come a long way since growing up the son of a minister on a farm in rural Alabama. In his free time, he enjoys playing guitar and singing, coaching his nephews in sports, taking his Beagle puppy, Pippa to the park and struggling at golf.

Mikkel Herman

Mikkel Herman

Rafael Alcantara-Lansberg

Rafael Alcantara-Lansberg
Chief Investment Officer & Managing Partner
Harbor Ithaka

Rafael Alcantara-Lansberg started working in the financial markets in mid-1997 on an EM bond arbitrage trading desk. He heads the firm’s global macro research efforts and sets the risk guidelines for the portfolio management team. His areas of interest include portfolio theory, asset allocation and the psychology of financial markets. For Rafael, Harbor Ithaka is about doing Wealth Management as it should be done: Excellent risk-adjusted returns should be consistent with an ethical practice; in fact they might depend upon it: “no excuses, no good enoughs.”

Kamil Homsi

Kamil Homsi
Founder & CEO
GRC Investment Group
(United States)

Kamil Homsi is the CEO of GRC Investment Group, a Dubai family office focusing on alternative investments, Equity/Debt. Its current portfolio includes investments in Asia, Africa, Australia, Europe, and the Americas. He is responsible for identifying investment opportunities and qualifying potential partners to ensure the growth and preservation of the portfolio through domestic and international acquisitions and through co-investments with reputable operating partners that share the same aligned interests and common goals. Global Realty Capital LLC is the global investment arm, located in New York City and responsible for reviewing the investment offerings, negotiating contracts, and building the due diligence team.

Pau Morilla-Giner

Pau Morilla-Giner
Partner & CIO
London & Capital
(United Kingdom)

Pau Morilla-Giner joined London & Capital in 2008 and has since become the youngest Partner and CIO in the firm’s history. He replaced Ashok Shah as CIO in June 2012 and now oversees several billion dollars of invested assets across Fixed Income, Hedge Funds, Equities and Commodities. He has helped successfully navigate the Company through one of the most difficult periods in economic history. His strong track record and in-depth knowledge of the macro-economy has also led to him becoming a key spokesperson for the company, with regular appearances on Bloomberg, CNBC, Sky News and Reuters.

Pau started his career at JP Morgan Asset Management in Madrid and New York. In 2001 he joined Omega Capital, a multi-billion dollar investment company, where he became Head of Traditional Investments and Senior Hedge Fund Analyst. From 2005 he was Investment Manager & Head of Research at Pragma Wealth Management, a London-based Alternative Investment Company.

Pau obtained his BA Summa Cum Laude in Economics from Universitat Pompeu Fabra (UPF) in 1999, followed by a master's degree in Finance from CEMFI (Bank of Spain) in 2001. He has been a visiting professor of Finance at the RiskLab School of the Spanish Financial Futures Market (MEFF).



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New York Business Group LLC's employees and stakeholders understand that we are all responsible for contributing to the betterment of our world. After this event, our firm will make a donation to the following causes. Please do not hesitate to request details about this program and to learn how you can become involved.

A Stitch in Time was born in a delivery room. The women who brought the organization to life are gynecological health care professionals, three surgeons and a nurse-midwife, who met through work and affiliations with Mount Sinai Medical Center in New York. The work led to friendship, and the realization that they were all active international medical volunteers with a shared commitment to making gynecological health care universally available to women in need. That commitment led to the birth of this new NGO.

Our name, A Stitch in Time, suggests that timely repairs go a long way to preventing more serious damage, and we think the notion holds true for global health care for women. In addition to the work in Bangladesh, we have begun to develop a new relationship with a remote hospital in Guatemala and we need your support to help us move forward.

We commit our time, our skills and our own money to the cause, but we need help paying for transportation and supplies. Your contribution will go directly to support these missions and to changing women’s lives.

Make a donation today!